September 2020


Mr. Ashis Podder,

MFD - Kolkata

“Let Me Change My Interest Into My Profession”

I have started my business from the year 2008, though I am in the industry from 2002. I completed my graduations and decided that I won’t do any job, rather do something of my own in an independent way. From my young days I had an interest in stock market and I had spent lot of time in understanding and studying about the market and stocks. I thought that let me change my interest into my profession and since then my journey of becoming a financial advisor begun.

Currently I manage portfolios of around 200 clients. Most of my client acquisition has been through reference of my existing clients. Majority of my clients are quiet knowledge and aware about market updates. Beside managing their portfolio and generating returns, another thing I try to do is managing the behaviour of my clients. I think currently with so much of information available everywhere, behaviour management is becoming one of the most important roles for an advisor. I believe in asset allocation very strongly and also keep a close track of the market and rebalance the portfolio of my clients accordingly.

I always keep a sufficient portion of my client’s portfolio into a high liquidity product, so that in case of any emergency, the investment portion does not get disturbed. I am very happy that I have been able to create substantial wealth for my clients and help them to achieve different goals of their life. I want to thank my clients for keeping trust on me and helping me to become successful in my profession.

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